Ridgewood Investments’s Costco COST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $157K | Buy |
159
+11
| +7% | +$10.9K | 0.07% | 211 |
|
2025
Q1 | $140K | Buy |
148
+3
| +2% | +$2.84K | 0.07% | 212 |
|
2024
Q4 | $133K | Buy |
145
+10
| +7% | +$9.16K | 0.06% | 207 |
|
2024
Q3 | $120K | Sell |
135
-3
| -2% | -$2.66K | 0.06% | 221 |
|
2024
Q2 | $117K | Buy |
+138
| New | +$117K | 0.06% | 229 |
|
2023
Q3 | – | Sell |
-233
| Closed | -$125K | – | 275 |
|
2023
Q2 | $125K | Sell |
233
-3
| -1% | -$1.61K | 0.07% | 215 |
|
2023
Q1 | $117K | Buy |
+236
| New | +$117K | 0.07% | 235 |
|